Truist Financial Corp
TFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000092230
In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,707 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in Truist Financial Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,508
- +35 vs. Q4 2021
- Shares held
- 981.4M
- +11.7M (+1.2%) vs. Q4 2021
- Total value
- $55.6B
- −$1.24B (−2.2%) vs. Q4 2021
- New holders
- 119
- 649 more added
- Sold out
- 84
- 497 more reduced
15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,707 | $46.7B |
| Q1 2026 | 1,648 | $42.7B |
| Q4 2025 | 1,669 | $47.2B |
| Q3 2025 | 1,562 | $43.3B |
| Q2 2025 | 1,549 | $41.3B |
| Q1 2025 | 1,558 | $40.1B |
| Q4 2024 | 1,569 | $42.1B |
| Q3 2024 | 1,480 | $41.2B |
| Q2 2024 | 1,424 | $37.8B |
| Q1 2024 | 1,423 | $36.9B |
| Q4 2023 | 1,399 | $35.2B |
| Q3 2023 | 1,272 | $26.7B |
| Q2 2023 | 1,311 | $29.2B |
| Q1 2023 | 1,399 | $33.1B |
| Q4 2022 | 1,491 | $42.2B |
| Q3 2022 | 1,427 | $42.6B |
| Q2 2022 | 1,449 | $46.4B |
| Q1 2022 | 1,508 | $55.6B |
| Q4 2021 | 1,488 | $56.9B |
| Q3 2021 | 1,387 | $57.2B |
| Q2 2021 | 1,353 | $53.5B |
| Q1 2021 | 1,376 | $57.3B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 11,507 | $653.0K | 0.07% | −300−2.5% | Reduced |
| Fortress Wealth Group, LLC | 11,509 | $653.0K | 0.50% | +5,008+77.0% | Added |
| Keel Point, LLC | 11,521 | $653.0K | 0.10% | +11,521 | New |
| Stone Point Wealth LLC | 11,923 | $659.0K | 0.37% | +11,923 | New |
| Sculati Wealth Management, LLC | 11,659 | $661.0K | 0.32% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,741 | $666.0K | 0.13% | +108+0.9% | Added |
| Checchi Capital Advisers, LLC | 11,764 | $667.0K | 0.07% | +765+7.0% | Added |
| Conning Inc. | 11,781 | $668.0K | 0.02% | −80−0.7% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $669.0K | 0.83% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 11,803 | $670.0K | 0.22% | −80−0.7% | Reduced |
| Sigma Planning Corp | 11,807 | $670.0K | 0.02% | +1,629+16.0% | Added |
| Echo Street Capital Management LLC | 11,810 | $670.0K | 0.00% | +4,810+68.7% | Added |
| Integrated Wealth Concepts LLC | 11,831 | $671.0K | 0.02% | +86+0.7% | Added |
| Cypress Capital Group | 11,827 | $671.0K | 0.08% | +517+4.6% | Added |
| Farmers Trust Co | 11,849 | $672.0K | 0.14% | −2,058−14.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,852 | $672.0K | 0.05% | +40.0% | Added |
| WBH Advisory Inc | 13,400 | $673.0K | 0.08% | +372+2.9% | Added |
| Pathway Financial Advisors LLC | 11,864 | $673.0K | 0.25% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 13,783 | $676.0K | 0.47% | −230−1.6% | Reduced |
| Rede Wealth, LLC | 11,949 | $678.0K | 0.32% | +30.0% | Added |
| Lumature Wealth Partners, LLC | 12,024 | $682.0K | 0.27% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 12,089 | $685.0K | 0.24% | 00.0% | Unchanged |
| New England Asset Management Inc | 12,100 | $686.0K | 0.01% | −1,590−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,143 | $688.5K | 0.01% | −299−2.4% | Reduced |
| Bartlett & Co. LLC | 12,143 | $689.0K | 0.01% | −299−2.4% | Reduced |
| Gratus Capital LLC | 12,254 | $695.0K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,362 | $701.0K | 0.04% | −5,287−30.0% | Reduced |
| Successful Portfolios LLC | 12,380 | $702.0K | 0.40% | 00.0% | Unchanged |
| First Manhattan Co | 12,454 | $706.0K | 0.00% | −18−0.1% | Reduced |
| Virtue Capital Management, LLC | 12,601 | $714.0K | 0.11% | +2,698+27.2% | Added |
| Abundance Wealth Counselors | 12,592 | $714.0K | 0.19% | +5,970+90.2% | Added |
| Proequities, Inc. | 12,605 | $715.0K | 0.05% | −456−3.5% | Reduced |
| Loudon Investment Management, LLC | 12,626 | $716.0K | 0.47% | −605−4.6% | Reduced |
| Koshinski Asset Management, Inc. | 12,650 | $717.3K | 0.06% | +3,233+34.3% | Added |
| Dowling & Yahnke LLC | 12,659 | $718.0K | 0.03% | −587−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,659 | $718.0K | 0.03% | −97−0.8% | Reduced |
| Hancock Whitney Corp | 12,683 | $720.0K | 0.02% | −710−5.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,695 | $720.0K | 0.10% | −575−4.3% | Reduced |
| NorthRock Partners, LLC | 12,748 | $723.0K | 0.07% | +167+1.3% | Added |
| Marks Group Wealth Management, Inc | 12,752 | $723.0K | 0.09% | +2,573+25.3% | Added |
| Woodard & Co Asset Management Group Inc | 12,780 | $725.0K | 0.30% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 12,884 | $731.0K | 0.78% | 00.0% | Unchanged |
| Allen Investment Management LLC | 12,950 | $734.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $734.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 12,952 | $734.0K | 0.47% | 00.0% | Unchanged |
| CWM, LLC | 13,005 | $737.0K | 0.01% | +2,867+28.3% | Added |
| Equitable Holdings, Inc. | 13,058 | $740.0K | 0.01% | −484−3.6% | Reduced |
| Legacy Wealth Management, LLC | 13,065 | $740.8K | 0.39% | +93+0.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $744.0K | 0.24% | 00.0% | Unchanged |
| Bremer Bank National Association | 13,162 | $746.0K | 0.12% | −35,226−72.8% | Reduced |
| Maven Securities LTD | 13,182 | $747.0K | 0.15% | +4,616+53.9% | Added |
| Lindenwold Advisors | 13,235 | $750.0K | 0.46% | −680−4.9% | Reduced |
| Savant Capital, LLC | 13,248 | $751.0K | 0.02% | +345+2.7% | Added |
| Rehmann Capital Advisory Group | 13,249 | $751.3K | 0.07% | −445−3.2% | Reduced |
| Penserra Capital Management LLC | 13,363 | $756.0K | 0.02% | −1,601−10.7% | Reduced |
| Citizens Financial Group Inc | 13,355 | $757.0K | 0.03% | −1,052−7.3% | Reduced |
| Fractal Investments LLC | 13,374 | $758.0K | 0.22% | −29−0.2% | Reduced |
| Trust Asset Management LLC | 13,367 | $758.0K | 0.09% | +341+2.6% | Added |
| Altium Wealth Management LLC | 13,406 | $760.0K | 0.05% | −1,872−12.3% | Reduced |
| Ogorek Anthony Joseph | 13,411 | $760.0K | 0.31% | +11,646+659.8% | Added |
| Coldstream Capital Management Inc | 13,476 | $764.0K | 0.03% | −1,780−11.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,592 | $771.0K | 0.05% | +2,500+22.5% | Added |
| Biltmore Family Office, LLC | 13,687 | $776.0K | 0.17% | +2,380+21.0% | Added |
| Fiduciary Group LLC | 16,615 | $778.0K | 0.10% | −40−0.2% | Reduced |
| Ballentine Partners, LLC | 13,738 | $778.0K | 0.02% | +2,759+25.1% | Added |
| Hazlett, Burt & Watson, Inc. | 13,722 | $778.0K | 0.62% | +13,722 | New |
| Colonial River Wealth Management, LLC | 13,769 | $781.0K | 0.45% | +2,795+25.5% | Added |
| Lake Street Advisors Group, LLC | 13,786 | $782.0K | 0.05% | +2,292+19.9% | Added |
| Northwest Bancshares, Inc. | 13,810 | $783.0K | 0.15% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,828 | $784.0K | 0.34% | +55+0.4% | Added |
| Monte Financial Group, LLC | 13,844 | $785.0K | 0.42% | +200+1.5% | Added |
| Edge Capital Group, LLC | 13,857 | $786.0K | 0.05% | +262+1.9% | Added |
| S&CO Inc | 13,894 | $787.0K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 14,257 | $789.0K | 1.01% | +398+2.9% | Added |
| MAI Capital Management | 14,070 | $798.0K | 0.01% | −32,385−69.7% | Reduced |
| IHT Wealth Management, LLC | 14,072 | $798.0K | 0.06% | +994+7.6% | Added |
| Eastover Investment Advisors LLC | 14,066 | $798.0K | 0.42% | +1,050+8.1% | Added |
| Hilltop Holdings Inc. | 14,101 | $799.0K | 0.09% | −201−1.4% | Reduced |
| Community Trust & Investment Co | 14,175 | $804.0K | 0.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,865 | $814.0K | 0.02% | −10,487−43.1% | Reduced |
| Eads & Heald Wealth Management | 14,383 | $816.0K | 0.38% | +2,581+21.9% | Added |
| Norway Savings Bank | 14,483 | $821.0K | 0.37% | +880+6.5% | Added |
| Clarius Group, LLC | 14,134 | $828.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 14,943 | $847.3K | 0.10% | +218+1.5% | Added |
| XTX Topco Ltd | 14,954 | $848.0K | 0.37% | +9,692+184.2% | Added |
| Gladstone Institutional Advisory LLC | 14,982 | $849.0K | 0.06% | −4,411−22.7% | Reduced |
| Fort Sheridan Advisors LLC | 14,972 | $849.0K | 0.25% | −92−0.6% | Reduced |
| WBI Investments | 15,147 | $858.0K | 0.14% | +15,147 | New |
| Galibier Capital Management Ltd. | 15,147 | $859.0K | 0.12% | 00.0% | Unchanged |
| Resources Management Corp | 15,200 | $862.0K | 0.12% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,253 | $865.0K | 0.46% | −421−2.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,469 | $877.0K | 0.07% | +1,773+12.9% | Added |
| Linker Capital Management Inc. | 15,529 | $880.0K | 0.88% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,047 | $884.0K | 0.04% | −876−5.5% | Reduced |
| Ramiah Investment Group | 15,688 | $889.5K | 0.62% | +1,247+8.6% | Added |
| Private Trust Co NA | 15,716 | $891.0K | 0.14% | +1,147+7.9% | Added |
| EverSource Wealth Advisors, LLC | 15,780 | $895.0K | 0.23% | +3,308+26.5% | Added |
| Greenleaf Trust | 16,100 | $913.0K | 0.01% | +538+3.5% | Added |
| Assenagon Asset Management S.A. | 16,343 | $927.0K | 0.00% | −49−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 16,505 | $936.0K | 0.03% | −1,877−10.2% | Reduced |